SEC Form 4 · accession 0000011544-26-000042
BERKLEY W R CORP · WRB
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
William R Berkley Jr.
Officer — Chairman, President and CEO · Director · 10% Owner
Period of report
Aug 3, 2026
Accepted (ET)
Aug 5, 2026 · 4:51 pm EDT
Rule 10b5-1 plan
box not checked
Issuer CIK
0000011544
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Common StockF1 | Aug 3, 2026 | A | 98,593 | $0.00 | A | 4,654,453 | D | |
| Common StockF2,F3 | Aug 3, 2026 | F | 4,139 | $72.2875 | D | 4,650,314 | D | |
| Common StockF4 | holding | — | — | — | 63,515,547 | I | By WR Berkley & Others LLC | |
| Common StockF4 | holding | — | — | — | 3,553,486 | I | By WR Berkley & Others 2 LLC | |
| Common Stock | holding | — | — | — | 1,350,000 | I | By William R. Berkley 2011 GST Trust | |
| Common StockF5 | holding | — | — | — | 17,675,925 | I | By Estate of William R. Berkley |
Table II — derivative securities
No Table II lines on this filing.
Explanation of responses
- F1Represents the vesting of tranches of performance-based restricted stock units ("RSUs") granted in 2021, 2022 and 2023 under the W. R. Berkley Corporation 2018 Stock Incentive Plan for the three-year performance period ending June 30, 2026 (consisting of 38,841 shares; 29,264 shares; and 30,488 shares, respectively).
- F2Represents payment of tax liability by withholding securities incident to the vesting of RSUs.
- F3Includes 3,275,694 shares of common stock underlying RSUs, all of which have vested (the receipt of which has been deferred) and does not include unvested shares of common stock underlying performance-based RSUs.
- F4Mr. William R. Berkley, Jr. is the manager of the limited liability company. The estate of William R. Berkley (the "Estate") and certain family trusts are the owners of the limited liability company, as set forth in the Schedule 13D/A dated July 21, 2026.
- F5The reporting person is co-executor of the Estate.